Pardot Knowledge Base

Microsoft Dynamics

Adding the Pardot Activities Iframe to Microsoft Dynamics CRM

Instructions for MSCRM 2011 To add the Pardot Activities iframe to the Dynamics user interface, you will want to follow the steps below for both Contacts and Leads: Click Settings in the bottom left. Cli...

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Adding the Pardot Lists Iframe to Microsoft Dynamics CRM

Instructions for MSCRM 2011 These instructions require that you have already added the Pardot Activities Iframe to MSCRM; please click here in the MSCRM Connector series for more details. To add the Pardot Lis...

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Creating the Pardot Section in your Microsoft Dynamics CRM Lead and Contact Layouts

Instructions for MSCRM 2011 Click Settings in the bottom left. Click Customization in the top left navigation. Click Customize The System. Click on Entities. Double click on Lead. Click of Forms. ...

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Mapping Your Microsoft Dynamics CRM Lead Fields to Contact Fields

Instructions for MSCRM 2011 You will also need to map the lead fields to corresponding contact fields so that the data will transfer over when you convert a lead into a contact. Click Settings in the bottom...

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Microsoft Dynamics CRM and Pardot Compatibility

The Microsoft Dynamics CRM connector is deprecated and is not available for Pardot accounts that allow multiple prospects with the same email address. See End of Life Announcement - SugarCRM, NetSuite, Microsof...

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Prepending Microsoft Dynamics CRM Custom Fields with "Pi"

Instructions for MSCRM 2011 Currently, your default prefix in Microsoft Dynamics for custom fields might be something like “new.” In order for Pardot proprietary fields (score, grade, Pardot campaign, etc) to ...

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Syncing Custom Fields with Microsoft Dynamics CRM

Instructions for MSCRM 2011 To sync Pardot specific fields with Dynamics, you will want to create the following Attributes for both leads and contacts. To create a new Attribute in Microsoft Dynamics, follow t...

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Viewing "Active" & "Inactive" Prospects in Microsoft Dynamics CRM

When prospects are inactive in Microsoft Dynamics, their records will still stay in Pardot, but they won't continue to sync any new activities. If you want to be able to identify the CRM status of prospects in ...

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Viewing Social Media Profiles in Microsoft Dynamics CRM

Instructions for MSCRM 2011 These instructions require that you have already added the Pardot Activities Iframe to MSCRM; please click here in the MSCRM Connector series for more details. To add the Pardot Soc...

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What To Do With Bad Contacts and Leads in MS Dynamics

Concept In MSCRM, there are three primary ways that you can remove a lead from your views. You can deactivate the lead, disqualify the lead, or delete it. Each of these actions has slightly different implicat...

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